SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 497 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $459 | -6.1% | 9,108 | -11.9% | 0.04% | +9.4% |
Q4 2022 | $489 | -99.9% | 10,334 | -33.2% | 0.03% | -38.5% |
Q4 2021 | $905,000 | +23.8% | 15,477 | +12.1% | 0.05% | +6.1% |
Q3 2021 | $731,000 | -8.2% | 13,804 | -8.2% | 0.05% | -7.5% |
Q2 2021 | $796,000 | +5.3% | 15,034 | +3.3% | 0.05% | +103.8% |
Q1 2021 | $756,000 | -30.7% | 14,559 | -38.5% | 0.03% | -44.7% |
Q4 2020 | $1,091,000 | +198.1% | 23,666 | +164.7% | 0.05% | +161.1% |
Q3 2020 | $366,000 | -95.3% | 8,942 | -95.7% | 0.02% | -95.8% |
Q2 2020 | $7,850,000 | +54.3% | 207,777 | +28.4% | 0.43% | +14.3% |
Q1 2020 | $5,088,000 | +620.7% | 161,790 | +813.6% | 0.38% | +598.1% |
Q4 2019 | $706,000 | -45.7% | 17,710 | -49.9% | 0.05% | -49.5% |
Q3 2019 | $1,299,000 | +180.6% | 35,354 | +168.5% | 0.11% | +105.8% |
Q1 2019 | $463,000 | -12.8% | 13,168 | -23.3% | 0.05% | -30.7% |
Q4 2018 | $531,000 | – | 17,163 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 1,239,688 | $67,488,592 | 34.88% |
Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |